Leon Tolksdorf (CRD# 6942809) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
CRD# 4332415
J.p. Morgan Securities LLC
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 2531770
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Foster City, CA | Jun 2019 - Current | 4 |
| First Republic Investment Management, Inc. | Palo Alto, CA | Jun 2017 - May 2019 | 1 |
| American University | Washington, DC | Aug 2014 - May 2017 | 2 |
| University Of Connecticut | Storrs, CT | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CA
-
Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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